Bloomberg
Oppenheimer's Rosin Has an Options Play for Micron
Feb.14 -- Alon Rosin, head of institutional equity derivatives at Oppenheimer, discusses the VIX, volatility and his options strategy for Micron on "Bloomberg Markets."
Bloomberg
Cooling of China Doesn't Mean Cooling of The Collective Asian Story, Khanna Says
Mar.18 -- Parag Khanna, managing partner of strategic advisory firm FutureMap and author of "The Future Is Asia," talks about the region's economies, Huawei Technologies Co., and the trade spat between China and the U.S.. He also...
Bloomberg
Smartphones Are Already Peaking Out, Says JPMorgan's Hariharan
Jan.16 -- Gokul Hariharan, managing director and co-head of Asia TMT research at JPMorgan, discusses the smartphone sector ahead of TSMC earnings, cryptocurrency mining and the semiconductor industry. He speaks on "Bloomberg Markets: Asia."
Bloomberg
Intel Reports Lower-Than-Projected Sales, Forecast Disappoints
Jan.24 -- Intel Corp. reported lower-than-projected fourth-quarter sales and profit and gave a disappointing forecast for the current period, signaling the long boom in spending to build out cloud-data centers is tapering off....
Bloomberg
Breaking Down Samsung’s 1Q Earnings
Apr.29 -- Mark Newman, senior research analyst at Sanford C. Bernstein, discusses Samsung’s 1Q earnings and his outlook for the company. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Expect Samsung Earnings to Turn Around in 3Q, Says Kiwoom Securities’s Yoo
Apr.04 -- Daniel Yoo, global strategist at Kiwoom Securities, discusses Samsung’s 1Q preliminary earnings, his outlook for the second quarter, Semiconductors, his outlook for chip stocks and the launch of 5G in South Korea. He speaks on...
Bloomberg
Breaking Down Samsung’s Fourth Quarter Earnings
Jan.07 -- Daniel Yoo, head of global investment at Yuanta Securities Korea, discusses Samsung’s earnings in the fourth-quarter. They speak on “Bloomberg Markets: Asia.”
Bloomberg
Micron Shares to Rise Further, Wedbush's Bryson Says
Dec.18 -- Matt Bryson, analyst at Wedbush Securities, talks about Micron Technology Inc.'s results, outlook and stock. Micron gave a strong forecast for the current quarter, adding to optimism that demand for memory chips is rebounding....
Bloomberg
S&P 500 May Be Poised to Hit 3,200, Chaikin's Russo Says
Oct.09 -- In this edition of "Smart Charts," Chaikin Analytics' Dan Russo examines what could be next for U.S. stocks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Nintendo Profit Beats, Forecast Misses Estimates
May.06 -- Nintendo Co.’s quarterly earnings beat estimates after resilient stay-at-home entertainment demand, but the maker of popular Switch games console warned that global chip shortages may disrupt production of its marquee device....
Bloomberg
The Answers Are Not Clear Yet on Semi Shortage : Willy Shih
Apr.12 -- President Joe Biden told companies vying with each other for a sharply constrained global supply of semiconductors that he has bipartisan support for government funding to address a shortage that has idled automakers worldwide....
Bloomberg
U.S. Blacklists More Than 60 China Firms Including SMIC
Dec.20 -- The U.S. Commerce Department announced it’s blacklisting Semiconductor Manufacturing International Corp. and more than 60 other Chinese companies "to protect U.S. national security." Tom Mackenzie reports on "Bloomberg...
Bloomberg
Taiwan Is Flashpoint Between China and U.S.
May.04 -- Taiwan says a Chinese jet entered its a defense identification zone. Bloomberg's Enda Curran explains why the disputed area is so important to the U.S. and China. He's on "Bloomberg Surveillance."
Bloomberg
Standard Chartered's Robertsen on Markets, Strategy
Eric Robertsen, Standard Chartered Bank's Global Head of Research and Chief Strategist, discusses his outlook for markets and his investment strategy. He speaks in "Bloomberg Daybreak Middle East" with Yousef Gamal El-Din.
Bloomberg
Intel's Chip Production Plans Need Help From Congress: CEO
Intel CEO Pat Gelsinger says Intel is "on track for a great future" and discusses the chipmaker's production plans and the future of the chip shortage. He speaks with Bloomberg's Emily Chang on "Bloomberg Technology." (Source: Bloomberg)
Bloomberg
BNP Paribas Is 'Overweight' South Korea, India, Indonesia, Thai Stocks
Manishi Raychaudhuri, head of Asia Pacific equity research at BNP Paribas, explains why he has turned more constructive on Chinese stocks, and why he is "overweight" equities in South Korea Korea, India, Indonesia and Thailand. He speaks...
Bloomberg
TSMC Said to Suspend Work for Chinese Chip Startup Biren Amid US Curbs
Taiwan Semiconductor Manufacturing Co. has suspended production of advanced silicon for Chinese startup Biren Technology, according to a person familiar with the matter. With this move, TSMC wants to ensure it's complying with US...
Bloomberg
Chip Stocks Fall on News US Asks Japan to Curb China Sales
The US is upping the ante in its tech war against China. Kyodo is reporting the US directly asked Japan to cooperate with its chip export curbs against China. Rebecca Choong Wilkins reports on Bloomberg Television.
Bloomberg
SoftBank Buyback Not Completely Out of Question: Analyst
Atul Goyal, senior analyst at Jefferies, discusses SoftBank Group Corp.'s financial results and outlook. SoftBank reported a sharp drop in profit at its Vision Fund, as the value of investments in public holdings like Uber Technologies...
Bloomberg
Chip shortage situation to last into the middle of next year: Dialog CEO
Sep.03 -- "The chip shortage situation is similar to six months ago and will easily be lasting into the middle of next year” says Dialog Semiconductor CEO Jalal Bagherli. He speaks to Bloomberg's Francine Lacqua on Surveillance Early...
Bloomberg
Chip Supply Shortage to Improve in Next Few Quarters: Abrams
Randy Abrams, managing director and head of Taiwan equity research at Credit Suisse, discusses supply chain constraints on computer chips, demand for the components and if government involvement is helping. He speaks on “Bloomberg...
Bloomberg
The Top Three Stocks to Watch in Asia Today
March 28 -- In today's "Stock Exchange," Bloomberg's Shery Ahn, Juliette Saly and David Ingles discuss the top three stocks to watch in Asia on "First Up."
Bloomberg
European Union Fines Qualcomm $1.2 Billion
Jan.24 -- Qualcomm will have to pay fines in Europe after offering "significant" sums and rebates in a 2011 deal to do business with Apple. Bloomberg's Ian King reports on "Bloomberg Technology."
Bloomberg
Apple Cuts Off Payments to Qualcomm
Apr.28 -- Apple Inc. cut off billions of dollars in payments to Qualcomm Inc., turning a contract dispute into what one analyst called an "all-out war" that forced the chip supplier to slash forecasts given only days ago. Bloomberg's...